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Are these 3 Top-Ranked Mutual Funds In Your Retirement Portfolio?
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Investing in mutual funds for retirement is never too late. And the Zacks Mutual Fund Rank can be an excellent tool for investors looking to invest in the best funds.
The best way to shortlist great mutual funds is to ensure solid performance, diversification, and low fees. Some are better than others, but utilizing the Zacks Mutual Fund Rank, we have identified three mutual funds that could be solid additions to one's retirement portfolio.
Let's break down some of the mutual funds with the top Zacks Mutual Fund Rank and the lowest fees.
If you are looking to diversify your portfolio, consider Neiman Large Cap Value (NEIMX). NEIMX is a Large Cap Value mutual fund, which invests in stocks with a market cap of $10 billion of more, but whose share prices do not reflect their intrinsic value. This fund is a winner, boasting an expense ratio of 1.34%, management fee of 1%, and a five-year annualized return track record of 12.15%.
Goldman Sachs International Equity Insights I (GCIIX) is a stand out amongst its peers. GCIIX is a Non US - Equity option, focusing their investments acoss emerging and developed markets, and can often extend across cap levels too. With five-year annualized performance of 11.64%, expense ratio of 0.76% and management fee of 0.75%, this diversified fund is an attractive buy with a strong history of performance.
Potomac Defensive Bull Instl (CRDBX - Free Report) is an attractive large-cap allocation. CRDBX is classified as an Allocation Balanced fund, which seeks to invest in a balance of asset types, like stocks, bonds, and cash, and including precious metals or commodities is not unusual. CRDBX has an expense ratio of 1.12%, management fee of 0.93%, and annual returns of 14.93% over the past five years.
We hope that your investment advisor (if you use one) has you invested in one or all of the top-ranked mutual funds we've reviewed. But if that isn't the case, it might be time to have a conversation or reconsider this vitally important relationship.
View the Zacks #1 Rank List
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Are these 3 Top-Ranked Mutual Funds In Your Retirement Portfolio?
Investing in mutual funds for retirement is never too late. And the Zacks Mutual Fund Rank can be an excellent tool for investors looking to invest in the best funds.
The best way to shortlist great mutual funds is to ensure solid performance, diversification, and low fees. Some are better than others, but utilizing the Zacks Mutual Fund Rank, we have identified three mutual funds that could be solid additions to one's retirement portfolio.
Let's break down some of the mutual funds with the top Zacks Mutual Fund Rank and the lowest fees.
If you are looking to diversify your portfolio, consider Neiman Large Cap Value (NEIMX). NEIMX is a Large Cap Value mutual fund, which invests in stocks with a market cap of $10 billion of more, but whose share prices do not reflect their intrinsic value. This fund is a winner, boasting an expense ratio of 1.34%, management fee of 1%, and a five-year annualized return track record of 12.15%.
Goldman Sachs International Equity Insights I (GCIIX) is a stand out amongst its peers. GCIIX is a Non US - Equity option, focusing their investments acoss emerging and developed markets, and can often extend across cap levels too. With five-year annualized performance of 11.64%, expense ratio of 0.76% and management fee of 0.75%, this diversified fund is an attractive buy with a strong history of performance.
Potomac Defensive Bull Instl (CRDBX - Free Report) is an attractive large-cap allocation. CRDBX is classified as an Allocation Balanced fund, which seeks to invest in a balance of asset types, like stocks, bonds, and cash, and including precious metals or commodities is not unusual. CRDBX has an expense ratio of 1.12%, management fee of 0.93%, and annual returns of 14.93% over the past five years.
We hope that your investment advisor (if you use one) has you invested in one or all of the top-ranked mutual funds we've reviewed. But if that isn't the case, it might be time to have a conversation or reconsider this vitally important relationship.